Matthew James Butler
Investment adviser representative at Lifemark Securities Corp.
23 yearsExperience
1 stateRegistered in
$424.9MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Lifemark Securities Corp.Jan 2024 to now
- Lifemark Securities Corp.Aug 2023 to Dec 2023
- UnemployedAug 2022 to Jul 2023
- PNC Private BankJan 2019 to Aug 2022
- Comerica SecuritiesOct 2004 to Dec 2018
- Comerica BankJun 2003 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Lifemark Securities Corp.
$424.9MAssets managed
1,053Clients
77Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4003231
- Firm CRD
- 16204